See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,280 | $114,381+146.8% | $107,525+162.5% | $142,382+98.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.88% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,738 | $4,015+192.4% | $3,754+212.7% | $4,299+173.0% |
| Participant deferral / active EE | $9,650 | $5,564+73.4% | $5,116+88.6% | $6,507+48.3% |
| Admin fee / account holder | $29,486 | $9,860+199.0% | $8,919+230.6% | $12,624+133.6% |